HENDERSON OPPORTUNITIES TRUST
Gives investors exposure to James Henderson's best ideas.
SELL
958p
BUY
1000p
CHARGE PER TRADE
£4.95
TODAY'S CHANGE
0.63%
OCF
0.9%
YIELD
3.3%
1 YEAR
-12.23%Prices as at 07 Dec 2023.
We don’t currently provide commentary on this fund.
Past performance is not an indication of future performance.
Capital at risk.
The Company aims to achieve capital growth in excess of the FTSE All-Share Index from a portfolio of primarily UK investments. The following investment ranges apply: Equities: 70% to 100%; Fixed Income and Cash: 0% to 30% Stock selection is not constrained by the FTSE All-Share Index and there are no limits on investment by sector or market capitalisation. Therefore, the makeup and weighting of the portfolio will differ materially from the FTSE All-Share Index.
Fund summary
| Sector | UK All Companies |
|---|---|
| Structure | INVESTMENT TRUST |
| Launched | October 1985 |
| Size | £68m |
| Yield | 3.3% |
| Dividends paid | February, May, August, November |
Charges
| Annual Management Charge | 0.55% |
|---|---|
| Ongoing Charges Figure | 0.9% |
Investment Process
The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.
Past performance is not a guide to future performance. View full risk warning